ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 990 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $827,000 | +213.3% | 3,577 | +181.7% | 0.36% | +128.2% |
| Q2 2020 | $264,000 | -69.6% | 1,270 | -73.7% | 0.16% | -77.6% |
| Q3 2019 | $868,000 | -27.2% | 4,821 | -27.5% | 0.70% | -29.3% |
| Q2 2019 | $1,192,000 | +25.3% | 6,648 | +20.5% | 0.98% | +18.5% |
| Q1 2019 | $951,000 | +101.1% | 5,516 | +75.6% | 0.83% | +69.6% |
| Q4 2018 | $473,000 | -7.8% | 3,141 | +8.6% | 0.49% | +5.2% |
| Q3 2018 | $513,000 | – | 2,893 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |